crm 使用stark组件
# Create your models here.
from django.db import models
class Department(models.Model):
"""
部门表
市场部 1000
销售 1001
"""
title = models.CharField(verbose_name='部门名称', max_length=16)
code = models.IntegerField(verbose_name='部门编号', unique=True, null=False)
def __str__(self):
return self.title
class UserInfo(models.Model):
"""
员工表
"""
name = models.CharField(verbose_name='员工姓名', max_length=16)
username = models.CharField(verbose_name='用户名', max_length=32)
password = models.CharField(verbose_name='密码', max_length=64)
email = models.EmailField(verbose_name='邮箱', max_length=64)
depart = models.ForeignKey(verbose_name='部门', to="Department", to_field="code")
def __str__(self):
return self.name
class Course(models.Model):
"""
课程表
如：
Linux基础
Linux架构师
Python自动化开发精英班
Python自动化开发架构师班
Python基础班
go基础班
"""
name = models.CharField(verbose_name='课程名称', max_length=32)
def __str__(self):
return self.name
class School(models.Model):
"""
校区表
如：
北京海淀校区
上海校区
"""
title = models.CharField(verbose_name='校区名称', max_length=32)
def __str__(self):
return self.title
class ClassList(models.Model):
"""
班级表
如：
Python全栈 面授班 5期 10000 2017-11-11 2018-5-11
"""
school = models.ForeignKey(verbose_name='校区', to='School')
course = models.ForeignKey(verbose_name='课程名称', to='Course')
semester = models.IntegerField(verbose_name="班级(期)")
price = models.IntegerField(verbose_name="学费")
start_date = models.DateField(verbose_name="开班日期")
graduate_date = models.DateField(verbose_name="结业日期", null=True, blank=True)
memo = models.CharField(verbose_name='说明', max_length=256, blank=True, null=True, )
# teachers = models.ManyToManyField(verbose_name='任课老师', to='UserInfo',limit_choices_to={'depart_id__in':[1003,1004],})
teachers = models.ManyToManyField(verbose_name='任课老师', to='UserInfo', limit_choices_to={"depart_id__in": [1002, 1003]},
related_name="abc")
tutor = models.ForeignKey(verbose_name='班主任', to='UserInfo', limit_choices_to={"depart_id": 1001}, related_name='classes')
def __str__(self):
return "{0}({1}期)".format(self.course.name, self.semester)
class Customer(models.Model):
"""
客户表
"""
qq = models.CharField(verbose_name='qq', max_length=64, unique=True, help_text='QQ号必须唯一')
name = models.CharField(verbose_name='学生姓名', max_length=16)
gender_choices = ((1, '男'), (2, '女'))
gender = models.SmallIntegerField(verbose_name='性别', choices=gender_choices)
education_choices = (
(1, '重点大学'),
(2, '普通本科'),
(3, '独立院校'),
(4, '民办本科'),
(5, '大专'),
(6, '民办专科'),
(7, '高中'),
(8, '其他')
)
education = models.IntegerField(verbose_name='学历', choices=education_choices, blank=True, null=True, )
graduation_school = models.CharField(verbose_name='毕业学校', max_length=64, blank=True, null=True)
major = models.CharField(verbose_name='所学专业', max_length=64, blank=True, null=True)
experience_choices = [
(1, '在校生'),
(2, '应届毕业'),
(3, '半年以内'),
(4, '半年至一年'),
(5, '一年至三年'),
(6, '三年至五年'),
(7, '五年以上'),
]
experience = models.IntegerField(verbose_name='工作经验', blank=True, null=True, choices=experience_choices)
work_status_choices = [
(1, '在职'),
(2, '无业')
]
work_status = models.IntegerField(verbose_name="职业状态", choices=work_status_choices, default=1, blank=True,
null=True)
company = models.CharField(verbose_name="目前就职公司", max_length=64, blank=True, null=True)
salary = models.CharField(verbose_name="当前薪资", max_length=64, blank=True, null=True)
source_choices = [
(1, "qq群"),
(2, "内部转介绍"),
(3, "官方网站"),
(4, "百度推广"),
(5, "360推广"),
(6, "搜狗推广"),
(7, "腾讯课堂"),
(8, "广点通"),
(9, "高校宣讲"),
(10, "渠道代理"),
(11, "51cto"),
(12, "智汇推"),
(13, "网盟"),
(14, "DSP"),
(15, "SEO"),
(16, "其它"),
]
source = models.SmallIntegerField('客户来源', choices=source_choices, default=1)
referral_from = models.ForeignKey(
'self',
blank=True,
null=True,
verbose_name="转介绍自学员",
help_text="若此客户是转介绍自内部学员,请在此处选择内部学员姓名",
related_name="internal_referral"
)
course = models.ManyToManyField(verbose_name="咨询课程", to="Course")
status_choices = [
(1, "已报名"),
(2, "未报名")
]
status = models.IntegerField(
verbose_name="状态",
choices=status_choices,
default=2,
help_text=u"选择客户此时的状态"
)
consultant = models.ForeignKey(verbose_name="课程顾问", to='UserInfo', related_name='consultanter',
limit_choices_to={'depart_id': 1001})
date = models.DateField(verbose_name="咨询日期", auto_now_add=True)
recv_date = models.DateField(verbose_name="当前课程顾问的接单日期", null=True)
last_consult_date = models.DateField(verbose_name="最后跟进日期", )
def __str__(self):
return "姓名:{0},QQ:{1}".format(self.name, self.qq, )
class ConsultRecord(models.Model):
"""
客户跟进记录
"""
customer = models.ForeignKey(verbose_name="所咨询客户", to='Customer')
consultant = models.ForeignKey(verbose_name="跟踪人", to='UserInfo')
date = models.DateField(verbose_name="跟进日期", auto_now_add=True)
note = models.TextField(verbose_name="跟进内容...")
def __str__(self):
return self.customer.name + ":" + self.consultant.name
class PaymentRecord(models.Model):
"""
缴费记录
"""
customer = models.ForeignKey(Customer, verbose_name="客户")
class_list = models.ForeignKey(verbose_name="班级", to="ClassList", blank=True, null=True)
pay_type_choices = [
(1, "订金/报名费"),
(2, "学费"),
(3, "转班"),
(4, "退学"),
(5, "退款"),
]
pay_type = models.IntegerField(verbose_name="费用类型", choices=pay_type_choices, default=1)
paid_fee = models.IntegerField(verbose_name="费用数额", default=0)
turnover = models.IntegerField(verbose_name="成交金额", blank=True, null=True)
quote = models.IntegerField(verbose_name="报价金额", blank=True, null=True)
note = models.TextField(verbose_name="备注", blank=True, null=True)
date = models.DateTimeField(verbose_name="交款日期", auto_now_add=True)
consultant = models.ForeignKey(verbose_name="负责老师", to='UserInfo', help_text="谁签的单就选谁")
class Student(models.Model):
"""
学生表（已报名）
"""
customer = models.OneToOneField(verbose_name='客户信息', to='Customer')
username = models.CharField(verbose_name='用户名', max_length=32)
password = models.CharField(verbose_name='密码', max_length=64)
emergency_contract = models.CharField(max_length=32, blank=True, null=True, verbose_name='紧急联系人')
class_list = models.ManyToManyField(verbose_name="已报班级", to='ClassList', blank=True)
company = models.CharField(verbose_name='公司', max_length=128, blank=True, null=True)
location = models.CharField(max_length=64, verbose_name='所在区域', blank=True, null=True)
position = models.CharField(verbose_name='岗位', max_length=64, blank=True, null=True)
salary = models.IntegerField(verbose_name='薪资', blank=True, null=True)
welfare = models.CharField(verbose_name='福利', max_length=256, blank=True, null=True)
date = models.DateField(verbose_name='入职时间', help_text='格式yyyy-mm-dd', blank=True, null=True)
memo = models.CharField(verbose_name='备注', max_length=256, blank=True, null=True)
def __str__(self):
return self.username
class CourseRecord(models.Model):
"""
上课记录表
"""
class_obj = models.ForeignKey(verbose_name="班级", to="ClassList")
day_num = models.IntegerField(verbose_name="节次", help_text=u"此处填写第几节课或第几天课程...,必须为数字")
teacher = models.ForeignKey(verbose_name="讲师", to='UserInfo', limit_choices_to={"depart_id__in": [1002, 1003]})
date = models.DateField(verbose_name="上课日期", auto_now_add=True)
course_title = models.CharField(verbose_name='本节课程标题', max_length=64, blank=True, null=True)
course_memo = models.TextField(verbose_name='本节课程内容概要', blank=True, null=True)
has_homework = models.BooleanField(default=True, verbose_name="本节有作业")
homework_title = models.CharField(verbose_name='本节作业标题', max_length=64, blank=True, null=True)
homework_memo = models.TextField(verbose_name='作业描述', max_length=500, blank=True, null=True)
exam = models.TextField(verbose_name='踩分点', max_length=300, blank=True, null=True)
def __str__(self):
return "{0} day{1}".format(self.class_obj, self.day_num)
class StudyRecord(models.Model):
course_record = models.ForeignKey(verbose_name="第几天课程", to="CourseRecord")
student = models.ForeignKey(verbose_name="学员", to='Student')
record_choices = (('checked', "已签到"),
('vacate', "请假"),
('late', "迟到"),
('noshow', "缺勤"),
('leave_early', "早退"),
)
record = models.CharField("上课纪录", choices=record_choices, default="checked", max_length=64)
score_choices = ((100, 'A+'),
(90, 'A'),
(85, 'B+'),
(80, 'B'),
(70, 'B-'),
(60, 'C+'),
(50, 'C'),
(40, 'C-'),
(0, ' D'),
(-1, 'N/A'),
(-100, 'COPY'),
(-1000, 'FAIL'),
)
score = models.IntegerField("本节成绩", choices=score_choices, default=-1)
homework_note = models.CharField(verbose_name='作业评语', max_length=255, blank=True, null=True)
note = models.CharField(verbose_name="备注", max_length=255, blank=True, null=True)
homework = models.FileField(verbose_name='作业文件', blank=True, null=True, default=None)
stu_memo = models.TextField(verbose_name='学员备注', blank=True, null=True)
date = models.DateTimeField(verbose_name='提交作业日期', auto_now_add=True)
def __str__(self):
return "{0}-{1}".format(self.course_record, self.student)
class CustomerDistrbute(models.Model):
customer = models.ForeignKey("Customer", related_name="customers")
consultant = models.ForeignKey(verbose_name="课程顾问", to="UserInfo", limit_choices_to={"depart_id": 1001})
date = models.DateField()
status = (
(1, "跟进状态"),
(2, "已报名"),
(3, "三天未跟进"),
(4, "15天未成单"),
)
status = models.IntegerField(choices=status, default=1)
memo = models.CharField(max_length=255)
在这些表中有几个地方需要注意，UserInfo表外键关联了部门表，但是不是关联的部门表的主键，而是code字段
班级和老师还有班主任有多对多和一对多的关联，其中有一个参数limit_choices_to={"depart_id__in": [1002, 1003]}，有这个参数，当使用Form自动生成页面标签时，select标签中只会显示depart_id在1002和1003中的员工，这个参数的意义在于，老师和班主任都是从UserInfo员工表中筛选的，但是员工表中还有其他人，所以我们不需要让不相关的人显示在select标签中
添加stark组件
创建项目后我们直接将我们stark组件的app复制到项目中即可
同时不要忘记在setting中配置
INSTALLED_APPS = [
'django.contrib.admin',
'django.contrib.auth',
'django.contrib.contenttypes',
'django.contrib.sessions',
'django.contrib.messages',
'django.contrib.staticfiles',
'app01.apps.App01Config',
'stark.apps.StarkConfig'
]
简单使用stark组件
在app01中创建stark.py文件
from stark.service.sites import site, ModelStark
from .models import *
from django.utils.safestring import mark_safe
from django.conf.urls import url
from django.shortcuts import HttpResponse, render, redirect
site.register(Department)
class UserConfig(ModelStark): # 定义的方法
list_display = ["name", "email", "depart"] # 定义的字符串字段
list_display_links = ["name"] 把这个设置成name就是可以通过name编辑
site.register(UserInfo, UserConfig) #必须把这个方法配置在这个里
site.register(Course)
site.register(School)
class ClassListConfig(ModelStark):
def display_class(self, obj=None, is_header=False): # 这行是必须传的参数。 必须传
if is_header:
return "班级" 这是前端展示的字段信息
return "%s(%s)" % (obj.course, obj.semester)
list_display = [display_class, "teachers", "tutor"] 这是方法和两个字符串字段 必须是choice字段才可以这么定义 字符串字段可以直接显示
site.register(ClassList, ClassListConfig) 方法加在这个类里的函数
下边都是一样的 就是改变了一下字段 和方法
class CustomerConfig(ModelStark):
def display_gender(self, obj=None, is_header=False):
if is_header:
return "性别"
return obj.get_gender_display()
def display_status(self, obj=None, is_header=False):
if is_header:
return "状态"
return obj.get_status_display()
def display_consultrecord(self, obj=None, is_header=False):
if is_header:
return "跟进"
return mark_safe("<a href='/stark/app01/consultrecord/?customer=%s'>跟进记录</a>" % (obj.pk))
def display_courses(self, obj=None, is_header=False):
if is_header:
return "咨询课程"
temp = []
for course in obj.course.all():
tag = "<a href='/stark/app01/customer/cancel/%s/%s' style='padding:6px 3px;border: 1px solid #336699'>%s</a>" % (obj.pk, course.pk, course.name) # 这是删除咨询课程的url，配置好 找到这两个字段的PK值进行删除
temp.append(tag)
s = "".join(temp)
return mark_safe(s)
def cancel_course(self, request, customer_id, course_id):
customer = Customer.objects.get(pk=customer_id)
customer.course.remove(course_id)
return redirect(self.get_list_url())
def extra_url(self):
temp = []
temp.append(url("^cancel/(\d+)/(\d+)/$", self.cancel_course))
return temp
list_display = ["name", display_gender, "consultant", display_courses, display_status, display_consultrecord]
list_display_links = ["name"]
site.register(Customer, CustomerConfig)
class ConsultRecordConfig(ModelStark):
list_display = ["customer", "consultant", "date", "note"]
site.register(ConsultRecord, ConsultRecordConfig)
site.register(CourseRecord)
class StudentConfig(ModelStark):
list_display = ["username", "class_list"]
site.register(Student, StudentConfig)
class StudyRecordConfig(ModelStark):
def display_record(self, obj=None, is_header=False):
if is_header:
return "记录"
return obj.get_record_display()
def display_score(self, obj=None, is_header=False):
if is_header:
return "成绩"
return obj.get_score_display()
list_display = ["student", "course_record", display_record, display_score]
site.register(StudyRecord, StudyRecordConfig)
site.register(CustomerDistrbute)
添加新的url 主要是针对新的界面需要添加的url，
在项目使用中如果我们需要添加新的url该怎么办呢，我们可以修改stark组件中的一些内容
def extra_url(self):
return []
# 设计二级分发url
def get_url_func(self):
temp = []
model_name = self.model._meta.model_name
app_label = self.model._meta.app_label
app_model = (app_label, model_name)
temp.append(url("^$", self.change_list, name="%s_%s_list" % app_model))
temp.append(url("^add/$", self.add_view, name="%s_%s_add" % app_model))
temp.append(url("^(\d+)/delete/$", self.del_view, name="%s_%s_delete" % app_model))
temp.append(url("^(\d+)/change/$", self.change_view, name="%s_%s_change" % app_model))
temp.extend(self.extra_url())
return temp
可以看到我们添加了一个新的功能extra_url，默认返回一个空列表，而get_url_func中我们得到的temp会添加extra_url的返回值，这样，当用户要添加新的url时，可以重新写extra_url方法，在其中添加新的url，并写一个对应的视图函数，由于self只是当前表的ModelStark对象，所以只会多一条url
class CustomerConfig(ModelStark):
def cancel_course(self, request, customer_id, course_id):
customer = Customer.objects.get(pk=customer_id)
customer.course.remove(course_id)
return redirect(self.get_list_url())
def extra_url(self):
temp = []
temp.append(url("^cancel/(\d+)/(\d+)/$", self.cancel_course))
return temp
list_display = ["name"]
list_display_links = ["name"]
site.register(Customer, CustomerConfig)
